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Katie leads our compliance team through her broad knowledge of both corporate and branch-level industry compliance. She is a CFP® Candidate and her consultative approach contributes to a culture of strong regulatory adherence while helping to ensure effective communication.

Mike has a strong background in computer science and statistics which aids in his role as a key member of our operations team. He leads our technology initiatives as well as supports the trade management and portfolio accounting functions.

Janine manages our accounting and financial systems, human resources functions, and office operations. She is also a key member of our compliance team and supports various departments across our firm including trading, financial planning, performance reporting, and account billing.

Jon has a diverse background in corporate finance and investment management. He manages the daily investment research and portfolio management responsibilities for the investment team which involves asset allocation research, fund monitoring and due diligence, investment strategy evaluation and implementation, and performance monitoring.

Holding the CFP® designation and as a CFA® Candidate, Nick leads a team of financial planning consultants that implement various portfolio analysis and planning resources with the goal of improving clients’ financial situations. Nick is a key member of the investment team and is positioned to craft comprehensive solutions to financial challenges that span all …

With nearly 40 years of experience in the financial services industry and working with investors, Steve Sr. co-leads the investment team. He has an uncanny ability to focus in on practical solutions to complex problems, and his wisdom is a valuable resource for the firm.

Steve Jr. is the driving force behind the development and innovation of Advisory Alpha’s investment solutions and platform. He leads the investment team and brings more than a decade of experience to the firm as well as extensive knowledge of personal finance and asset management, as evidenced by his CFA®, CFP®, and AIF® designations.

Barb is a Northwest Ohio native and a graduate of Penta Career Center. Barb welcomes a challenge and she is passionate about meeting new people. While raising her children, Barb enjoyed assisting various businesses with office management and support. Most recently, she worked in the Perrysburg School System. In addition to being an active volunteer …

Mary has been your advocate at Beacon since 2013. Mary cheerfully greets all clients and visitors when they walk in the front door or call on the phone. Mary finds great joy in clarifying customer’s concerns and directing clients to the proper consultant at Beacon Associates. Mary confidently assists the Beacon staff as they work …

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